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-2.97  /  -1.01%

293.46

NAV on 2020/02/24
NAV on 2020/02/21 296.43
52 week high on 2020/02/20 297.27
52 week low on 2019/03/12 268.81
Total Expense Ratio on 2019/09/30 2.55
Total Expense Ratio (performance fee) on 2019/09/30 0
NAV Incl Dividends
1 month change 1.22% 1.22%
3 month change 3.34% 3.34%
6 month change 5.6% 6.68%
1 year change 9.21% 11.37%
5 year change 4.24% 5.8%
10 year change 8.05% 9.39%
Price data is updated once a day.
  • Sectoral allocations
Fixed Interest 177.37 24.29%
General Equity 118.03 16.16%
Liquid Assets 6.13 0.84%
Managed 213.34 29.22%
Spec Equity 58.16 7.96%
Offshore 157.17 21.52%
  • Top five holdings
PLATINUMGLBL 157.16 21.52%
U-PLATFLG 72.09 9.87%
U-TRUFGEN 65.06 8.91%
U-INVOPPO 60.20 8.24%
U-PSCINC 59.73 8.18%
  • Performance against peers
  • Fund data  
Management company:
Boutique Collective Investments (RF) (Pty) Ltd.
Formation date:
2005/11/10
ISIN code:
ZAE000074183
Short name:
U-PLABAPR
Risk:
Medium
Sector:
South African--Multi Asset--Medium Equity
Benchmark:
CPI plus 4% (net of fees)
Contact details

Email
clientservices@bcis.co.za

Website
http://www.bcis.co.za

Telephone
021-007-1500

  • Fund management  
Mel N Meltzer
Mel is an executive director of Platinum Portfolios. He has in excess of 10 years experience as an investment manager. Mel has extensive knowledge of both the local and offshore markets. He is responsible for the modeling and management of the Platinum Private Client Portfolios
Platinum Portfolios (Pty) Ltd.
Charolyn Pedlar


  • Fund manager's comment

Platinum Balanced Prudential comment- Sep 09

2009/11/12 00:00:00
The funds return to date has been very good and the fund has been a good performer in its sector over the last twelve months. This fund is a medium risk fund most suited for investors who want long term inflation beating returns. Most investors who invest in this fund are retired or living annuity clients. We would caution that its harder and harder to find value in the market. Most of our managers are of the same view that the market has become over bought and it's the consensus view that the market is pricing in growth that is not achievable. The over valuation driven by traders and momentum investors could lead to disappointment in the short term. We do not expect a collapse in the market from these levels, a decent correction would enable us to increase our equity exposure, we will remain patient and wait for better buying opportunities.
  • Fund focus and objective  
The objective of this portfolio is to provide steady long term capital growth. The manager will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a retirement annuity. The portfolio will invest in unit trusts investing in equities, cash, fixed income and property.
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